LANDMARK WEALTH MANAGEMENT, INC. - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 13, 2026, for the 2025 Q4 period, LANDMARK WEALTH MANAGEMENT, INC. held in its portfolio 33 assets valued at $264,805,363 (i.e. $264.81M).

The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($47.14M), SPDR INDEX SHS FDS ($33.37M), and ISHARES TR ($31.06M).

The chart below shows the top 10 valuable assets, and the table below shows the top 33 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in LANDMARK WEALTH MANAGEMENT, INC. Portfolio

VANGUARD INDEX FDS

SPDR INDEX SHS FDS

ISHARES TR

SPDR S&P 500 ETF TR

SPDR SERIES TRUST

ISHARES TR

SPDR INDEX SHS FDS

SSGA ACTIVE TR

VANGUARD INDEX FDS

APPLE INC

LANDMARK WEALTH MANAGEMENT, INC. - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
VANGUARD INDEX FDS	75165	47138227	S&P 500 ETF SHS
SPDR INDEX SHS FDS	751303	33365366	PORTFOLIO DEVLPD
ISHARES TR	667447	31062984	CORE UNIVRSL USD
SPDR S&P 500 ETF TR	40988	27950537	TR UNIT
SPDR SERIES TRUST	492664	18178053	STATE STREET SPD
ISHARES TR	353246	17665847	CORE INTL AGGR
SPDR INDEX SHS FDS	365729	17119774	PORTFOLIO EMG MK
SSGA ACTIVE TR	271382	16909812	STATE STREET US
VANGUARD INDEX FDS	51443	10757760	EXTEND MKT ETF
APPLE INC	35013	9518634	COM
SSGA ACTIVE TR	298548	7735378	STATE STREET FIX
SPDR GOLD TR	8016	3176821	GOLD SHS
SPDR SERIES TRUST	109241	3118830	BLOOMBERG ENHNCD
SPDR INDEX SHS FDS	74421	3040842	S&P INTL SMLCP
SSGA ACTIVE ETF TR	53640	2213723	STATE STREET BLA
BERKSHIRE HATHAWAY INC DEL	3476	1747211	CL B NEW
BERKSHIRE HATHAWAY INC DEL	2	1509600	CL A
SPDR SERIES TRUST	73775	1407627	STATE STRET SPDR
SPDR SERIES TRUST	57921	1237772	BLOOMBERG EMERGI
ISHARES TR	31371	1184255	INTL EQTY FACTOR
INVESCO ACTIVELY MANAGED EXC	24697	1171132	TOTAL RETURN
SCHWAB STRATEGIC TR	34317	923470	US LRG CAP ETF
ISHARES TR	12103	906273	US SML CAP EQT
DIMENSIONAL ETF TRUST	23650	901302	INTL CORE EQT MK
PACER FDS TR	14686	767197	LUNT LRGCP MULTI
INVESCO EXCH TRD SLF IDX FD	12273	750248	RUSL 1000 DYNM
J P MORGAN EXCHANGE TRADED F	6518	708192	DIVERSFED RTRN
ETF SER SOLUTIONS	10225	602253	DISTILLATE US
VANGUARD INDEX FDS	1146	559045	GROWTH ETF
FRANKLIN TEMPLETON ETF TR	8421	473765	US MID CP MLTFCT
WALMART INC	3861	430154	COM
DIMENSIONAL ETF TRUST	8807	286844	EMGR CRE EQT MNG
CATERPILLAR INC	500	286435	COM